Evaluating Year-End Annual Fund Results

Recorded On: 07/08/2021


When an annual giving campaign comes to an end, it’s important to take time to reflect on the performance of your programs. Analyzing activities and results will help you and your colleagues better understand what’s working, what’s not working, what’s changing, and where there are opportunities for improvement. Doing so in a structured and comprehensive way is also an important step in refining your plans for the year ahead.

Register now for your entire team to learn how to review the performance of your annual fund.

This webinar is eligible for 1.25 points of CFRE credit.


  • Tips for gathering feedback from colleagues, supervisors, and volunteers
  • Methods for analyzing past activities and key performance metrics
  • Guidelines for summarizing observations and sharing them with others
  • Tactics for incorporating key findings into plans for the year ahead
  • Examples from other institutions, and more!

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Craig Waltman

Director of Annual Giving, Haverford College

Craig Waltman is Director of Annual Giving at Haverford College, where he oversees all aspects of the College’s annual giving program. Prior to joining Haverford in 2010, he served as a fundraising strategy and communications consultant for nationally-known universities, public broadcasting stations, and others. He also held positions in annual giving at Swarthmore College and in advancement at The Pathway School. Craig is an active volunteer with STAFF, Elizabethtown College, and serves on the Board of his local Little League. He has frequently served as a volunteer and presenter with CASE. Craig holds a B.A. in Psychology from Elizabethtown College.


Evaluating Year-End Annual Fund Results
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